We are live on ! Find out more
HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $94.2B
1-Year Est. Return 21.24%
This Fund
S&P 500
This Quarter Est. Return
-0.3%
1 Year Est. Return
+21.24%
3 Year Est. Return
+66.34%
5 Year Est. Return
+83.36%
10 Year Est. Return
+290.31%
AUM
$73.7B
AUM Growth
+$559M
Cap. Flow
+$1.6B
Cap. Flow %
2.16%
Top 10 Hldgs %
18.47%
Holding
4,123
New
342
Increased
1,586
Reduced
1,609
Closed
399

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$147M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$144M
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$86.4M
4
VTV icon
Vanguard Value ETF
VTV
+$82.3M
5
LYB icon
LyondellBasell Industries
LYB
+$76.8M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$90M
2
XOM icon
ExxonMobil
XOM
+$78M
3
AMZN icon
Amazon
AMZN
+$73.8M
4
IBM icon
IBM
IBM
+$55.8M
5
GM icon
General Motors
GM
+$51.3M

Sector Composition

Rank Sector Weight
1 Technology 12.32%
2 Financials 10.91%
3 Consumer Discretionary 6.07%
4 Healthcare 5.9%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LAD icon
2426
Lithia Motors
LAD
$9.29B
$511K ﹤0.01%
1,741
-589
-25% -$201K
ATEC icon
2427
Alphatec Holdings
ATEC
$1.45B
$511K ﹤0.01%
50,361
-2,037
-4% -$21.9K
LXP icon
2428
LXP Industrial Trust
LXP
$3.53B
$511K ﹤0.01%
11,807
+1,296
+12% +$55.6K
AUB icon
2429
Atlantic Union Bankshares
AUB
$6.05B
$510K ﹤0.01%
16,378
-2,406
-13% -$85.5K
UHAL icon
2430
U-Haul Holding Co
UHAL
$14.2B
$510K ﹤0.01%
7,796
+363
+5% +$25.2K
DBRG icon
2431
DigitalBridge
DBRG
$2.93B
$509K ﹤0.01%
57,725
+234
+0.4% +$2.46K
SAMM icon
2432
Strategas Macro Momentum ETF
SAMM
$28.6M
$509K ﹤0.01%
20,436
+1,385
+7% +$37.3K
ITCI
2433
DELISTED
Intra-Cellular Therapies Inc.
ITCI
$509K ﹤0.01%
3,858
-321
-8% -$40K
HP icon
2434
Helmerich & Payne
HP
$3.34B
$509K ﹤0.01%
19,475
-6,416
-25% -$187K
CPSL
2435
Calamos Laddered S&P 500 Structured Alt Protection ETF
CPSL
$121M
$508K ﹤0.01%
19,995
+10,320
+107% +$265K
PLXS icon
2436
Plexus
PLXS
$6.5B
$508K ﹤0.01%
3,965
+990
+33% +$139K
CRPT icon
2437
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$82.8M
$508K ﹤0.01%
41,534
-18,885
-31% -$308K
HYHG icon
2438
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$183M
$508K ﹤0.01%
+7,925
New +$520K
FSV icon
2439
FirstService
FSV
$6.59B
$508K ﹤0.01%
3,058
+84
+3% +$14.7K
VIPS icon
2440
Vipshop
VIPS
$7.22B
$507K ﹤0.01%
+32,362
New +$489K
CALI
2441
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$428M
$507K ﹤0.01%
+10,071
New +$507K
QBTS icon
2442
D-Wave Quantum Inc. Common Stock
QBTS
$6.21B
$507K ﹤0.01%
+66,719
New +$448K
RGTI icon
2443
Rigetti Computing
RGTI
$4.6B
$507K ﹤0.01%
+63,958
New +$709K
FLUX icon
2444
Flux Power
FLUX
$12.2M
$506K ﹤0.01%
294,312
– –
STAG icon
2445
STAG Industrial
STAG
$7.48B
$506K ﹤0.01%
14,003
+1,215
+10% +$42.4K
XBAP icon
2446
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$131M
$504K ﹤0.01%
14,429
-1,601
-10% -$55.2K
GLOB icon
2447
Globant
GLOB
$1.57B
$501K ﹤0.01%
4,260
-2,223
-34% -$399K
ETW
2448
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.01B
$500K ﹤0.01%
60,666
-3,488
-5% -$29.6K
ALKS icon
2449
Alkermes
ALKS
$8.23B
$500K ﹤0.01%
15,149
-1,394
-8% -$45.5K
SHOC icon
2450
Strive US Semiconductor ETF
SHOC
$217M
$499K ﹤0.01%
12,570
+5,500
+78% +$249K
96 97
98
99 100

Similar funds

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

HighTower Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, HighTower Advisors held 4,123 positions worth $73.7B, up 0.76% from $73.1B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

HighTower Advisors's Q1 2025 filing shows 342 new, 1,586 increased, 1,609 reduced and 399 closed positions. Its largest new stake was iShares iBonds Dec 2027 Term Corporate ETF: 1,400,628 shares worth $33.9M. The largest sale was Apple, an estimated $90M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

  • HighTower Advisors's largest Q1 2025 buy was iShares iBonds Dec 2027 Term Corporate ETF: 1,400,628 shares worth $33.9M.
  • HighTower Advisors added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $147M increase.
  • HighTower Advisors's biggest Q1 2025 reduction was Apple, cutting an estimated $90M.
  • HighTower Advisors fully exited Independent Bank Group, Inc. in Q1 2025, selling an estimated $15M.
  • HighTower Advisors's ten largest holdings make up 18% of its $73.7B portfolio in Q1 2025.
  • HighTower Advisors opened 342 new positions and closed 399 in Q1 2025.
  • HighTower Advisors's portfolio value rose 0.76% quarter-over-quarter to $73.7B.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.